Petronas Chemicals Group Bhd. · MYX:PCHEM

Petronas Chemicals Group Bhd — CITIC Securities 33rd Investors' Forum 2026

15 slides from Petronas Chemicals Group Bhd's conference presentation, 2026

  1. Slide 1: Resilience. Leveraging Strengths. Corporate Update

    [Open] Resilience. Leveraging Strengths. PETRONAS CHEMICALS GROUP BERHAD Corporate Update The PETRONAS Group adopts zero tolerance against all forms of bribery and corruption. We abide by the PETRONAS Code of Conduct and Business Ethics ( CoBE ) & Anti - Bribery and Corruption (ABC) Manual, guided b

  2. Slide 2: Disclaimer

    [Open] Disclaimer PETRONAS Chemicals Group Berhad (“PCG”), its subsidiaries and related corporations confirm that care has been taken in ensuring the accuracy and correctness of information, statements, text, articles, data, images and other materials contained and appearing in this presentation and

  3. Slide 3: PCG is a leading integrated chemicals player in the region

    [Open] PCG is a leading integrated chemicals player in the region Largest integrated gas - based producer in Southeast Asia 2 Portfolios FY2025 performance Commodities (mil tpa) PC METHANOL, Labuan in MMTPA Commodities Production Sales Gas fields Methane based Olefins & Derivatives (O&D) P.U Rate: V

  4. Slide 4: 2Q 2026 Highlights: Solid earnings on improved product spreads amid turnarounds

    [Open] 2Q 2026 Highlights: Solid earnings on the back of improved product spreads amid major turnaround activities Operational (29 %) (19%) • Plant Utilisation (PU)* rate declined to 73% due to major planned turnaround activities (1Q 2026 : 97%) 1Q 2026 2.94 • Lower production volume at 2.08 million

  5. Slide 5: Two-pronged growth strategy preserves and grows value

    [Open] PCG’s PCG’s 2 - pronged growth strategy preserves and grows value while leveraging competitive advantages COMPETITIVE ADVANTAGE Two - Pronged Strategy Secure and competitive feedstock supply Basic Derivatives Specialty Petrochemicals Chemicals Fully integrated facilities and 1 Sustain strengt

  6. Slide 6: Investing for sustainable future: Extending commodities value chain

    [Open] Investing for sustainable future: Extending c ommodities value chain Our priority is to grow and deliver value to our stakeholders CAPEX for new Business Execution in Commercial Operations Achieved Commodities Specialties Progress New Projects CAPEX is crucial in sustaining the businesses Spe

  7. Slide 7: Investing for a sustainable future: Grow Specialties product portfolio

    [Open] Investing for a sustainable future: Grow Specialties product portfolio Our priority is to grow and deliver value to our stakeholders CAPEX for new Business Growing specialty offering with Commodities Specialties pace New Projects CAPEX is crucial in sustaining the businesses Viscotech ® Upcyc

  8. Slide 8: Investing for a sustainable future: Expanding Specialties market presence

    [Open] Investing for a sustainable future: Expanding Specialties market presence Full ownership of Zibo New regional offices in Türkiye, Polyol facility Taiwan & Malaysia New application lab in China New Pentaerythritol (Penta) & Calcium Formate Plant in India Technology & Innovation Centre in Malay

  9. Slide 9: Sustainability at the core

    [Open] Sustainability at the core Economic Environment Social Governance FTSE4GOOD 4 - star for FTSE4Good & Top ~312 ktCO2e GHG emissions PCG Be Green Pro - Environment Solutions 10% for Dow Jones Best - in - reduction Class indices Sustainability and Technology Net Zero Carbon Emissions for Educati

  10. Slide 10: 2026 Industry Fundamentals Remains Challenging, Increased Geopolitical Risks

    [Open] 2026 Industry Fundamentals Remains Challenging, Increased Geopolitical Risks Oversupplied Increasing Trade Flow Shifts Cost Inflation Market Regulatory Pressures 8

  11. Slide 11: 2026 Focus Areas

    2026 Focus Areas Operational Excellence OE • Disciplined execution of planned statutory turnarounds and maintenance activities • Por tfolio high - grading focusing on asset optimisation , cost competitiveness and operational efficiency • Continued value - optimisation and prudent cost discipline • S

  12. Slide 12: Thank you

    [Open] PETRONAS CHEMICALS GROUP BERHAD Thank you Contact us at: petronaschemicals_ir@petronas.com The PETRONAS Group adopts zero tolerance against all forms of bribery and corruption. We abide by the PETRONAS Code of Conduct and Business Ethics ( CoBE ) & Anti - Bribery and Corruption (ABC) Manual,

  13. Slide 13: O&D: Lower operational performance due to major planned turnaround activities

    [Open] O&D : Lower operational performance due to major planned turnaround activities 2Q 2026 vs 1Q 202 6 Product Sales Volume (RM Million) 66 22 (KMT) 414 297 329 325 9 249 212 37 184 162 130 218 (91) Olefins , Glycols & Derivatives Polymers Aromatics & MTBE 2Q 2025 1Q 2026 2Q 2026 2Q 2025 1Q 2026

  14. Slide 14: F&M: Earnings improved driven by stronger product spreads

    [Open] F&M : Earnings improved driven by stronger product spreads despite planned turnaround activities 2Q 2026 vs 1Q 2026 Product Sales Volume (RM Million) (KMT) 819 793 688 684 1,009 683 559 196 212 131 24 1,174 1,088 Methanol Ammonia Urea (927) (19) (1) 2Q 2025 1Q 2026 2Q 2026 2Q 2025 1Q 2026 2Q

  15. Slide 15: Specialties: EBITDA improved on stronger contribution margins

    [Open] Specialties: EBITDA improved on stronger contribution margins excluding emission - rights gains Key Highlights Sales Volume 2Q 2025 1Q 2026 2Q 2026 Q - o- Q Y- o - Y (KMT) 226 Revenue (RM mil) 1,514 1,405 1,508 7.3% (0.4%) Operational EBITDA improved on 177 stronger contribution margins and c

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